Recent news has the iPad outselling Macs (not surprising) and out-of-stock situations at 74% of Apple stores. The 3G model is sold out in 100% of stores. We can see why that 2 unit limit is in place.

So what's next for Apple? Here are a few things I think they should do.

1. Forbid Google/AdMob (all other Ad providers) ads in apps in the App Store. If you want to have ads in your app, it's iAds or you advertise your own apps. At the very least take 30% of all ad revenues from ad companies they approve.

2. Buy TomTom. Mostly for TeleNav. That would give them a huge leg up on Google who doesn't currently own any map data I'm aware of. It also means more money coming in from Google and other current licensees of TeleNav data, plus the ability to build-in or offer for a small fee, a nice Nav app (which would need some rework to Apple-ify). If they can get TomTom for under 2 billion it seems like a decent long-term acquisition.

3. Make one or more telephony acquisitions - mostly to update their patent portfolio.